Sanchez Wealth Management Group Ishares Tr Broad Usd Inbd Etfv Transaction History

Sanchez Wealth Management Group

$291 Million
Q2 2024

Shares

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2021 Feb 14, 2022	SELL	$59.32 - $60.73 $557,904 - $571,165	-9,405 Closed	0 $0
Q3 2021 Oct 19, 2021	SELL	$60.1 - $61.33 $20,253 - $20,668	-337 Reduced 3.46%	9,405 $565,000
Q2 2021 Aug 09, 2021	SELL	$59.01 - $60.59 $20,417 - $20,964	-346 Reduced 3.43%	9,742 $590,000
Q1 2021 Apr 29, 2021	SELL	$58.48 - $61.79 $9.05 Million - $9.56 Million	-154,718 Reduced 93.88%	10,088 $596,000
Q4 2020 Feb 01, 2021	SELL	$60.4 - $62.05 $4.97 Million - $5.1 Million	-82,260 Reduced 33.29%	164,806 $10.2 Million
Q3 2020 Nov 10, 2020	BUY	$60.44 - $62.21 $2.79 Million - $2.87 Million	46,148 Added 22.97%	247,066 $15 Million
Q2 2020 Aug 12, 2020	BUY	$55.07 - $60.42 $11.1 Million - $12.1 Million	200,918 New	200,918 $12.1 Million

Others Institutions Holding USIG

# of Institutions

416

Shares Held

158M

Call Options Held

26.7K

Put Options Held

7.8K

Bank Of America Corp Charlotte, NC

29.3M
Shares

$1.52 Billion
0.13% of portfolio
Empower Advisory Group, LLC Greenwood Village, CO

13M
Shares

$673 Million
2.42% of portfolio
Personal Capital Advisors Corp

9.74M
Shares

$506 Million
2.32% of portfolio
Ameriprise Financial Inc Minneapolis, MN

9.08M
Shares

$472 Million
0.13% of portfolio
Truist Financial Corp

7.48M
Shares

$388 Million
0.58% of portfolio

About ISHARES TR BROAD USD INBD ETFV

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